9 results found
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Bank feed - Cynergy Business Saver account
For Xero to expand their bank feed connections to develop feed that supports Cynergy Business Saver accounts.
Xero claim to support all bank account types but it does not work with Business Saver accounts.
Note, I do not have a business current account with Cynergy, only a Busines Saver account.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank reconciliation: add transaction default contact
During bank reconciliation we deal with many customers that slightly over/underpay their invoices, which makes it necessary for us to create overpayments often.
Suggestion: when a payment is partially matched during reconciliation (the user has checked one or more invoices to match with the same contact) and the user selects 'New Transaction' to allocate the remainder, Xero should prefill the contact field with the same contact that the user has already matched.
Reason: Xero makes it a bit too easy to accidentally create new contacts when a user types into the contact field, sees the correct contact showing, but does…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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total
Have a total for each of the spent & received columns in the Fast coding screen. When the checkbox is ticked the total decreases and vice versa. Have a print button to print the data.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Use Claude to Reconcile Accounts
We are using Forte through Ucollect with a temporary clearing account. We have a lot of transactions every day, so I created a script using Claude that I upload a CSV file from Forte into Claude, and it will tell me which transactions to check off and mark as reconciled. I then take a screenshot and send it back to Claude to confirm they match.
It would be great if Claude could have access through the API to automatically mark the transactions as reconciled. This is one of the biggest pain points in using Xero.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Improving Auto-Reconciliation Functionality
Just a few ideas our team has come up with from testing out the system on our accounts:
Incrementing the Reference Number - Each of our transactions uses a unique reference number and has a different pre-fix on each account we use Xero for, it should be possible for Xero to detect this and increment it by one for each transaction that the auto-reconciliation handles.
Interaction between the auto-reconciliation and other apps, i.e. Dext - We use Dext to provide information and upload photos of receipts and invoices for transactions; there should be a way to enable the auto-reconciliation to…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Change Overpayment to Direct Payment
Because overpayments are the only means of receiving or spending money directly in the control accounts (A/R and A/P), they should be called direct payment. On a statement, the activity is called Overpayment, which confuses clients. To the layman, overpayment indicates an error in payment.
If not Direct Payment, can it be called Payment?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconcilled
When you click on the pull down list of Bank Accounts, it would be good to have a small highlighted box showing the number of unreconciled lines, this saves having to go in to every bank account each day, or memorise which have items to reconcile.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Westpac Bank Feed Correction
Correct the Westpac Bank Feed so the fields are passed through to Xero correctly. Currently the Description (from Westpac) is put into the Payee field (which should be Merchant), resulting in truncated description payee.
This causes us several issues in our reconciling process, particularly with being unable to identify who made a purchase without logging into the westpac portal, as well as not being able to set up rules to consistently process against a contact without the merchant being passed through correctly.
I believe the matching of a transaction to a bank line is also impacted by this. We often…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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